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POEH

Post Oak Energy Holdings Portfolio holdings

AUM $449M
1-Year Est. Return 53.94%
This Fund
S&P 500
This Quarter Est. Return
-6.52%
1 Year Est. Return
+53.94%
3 Year Est. Return
+112.53%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$270M
AUM Growth
-$21.7M
Cap. Flow
-$8.71K
Cap. Flow %
-0%
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
1
Reduced
1
Closed
–

Top Buys

1
PR
Permian Resources
PR
+$165K

Top Sells

1
SBOW
SilverBow Resources, Inc.
SBOW
+$174K

Sector Composition

1 Energy 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ESTE
1
DELISTED
Earthstone Energy Inc. Class A Common Stock
ESTE
$145M 53.81%
11,167,213
– –
PR
2
Permian Resources
PR
$16B
$51.5M 19.06%
4,900,842
+16,161
+0.3% +$165K
SBOW
3
DELISTED
SilverBow Resources, Inc.
SBOW
$42.3M 15.65%
1,849,667
-7,032
-0.4% -$174K
CPE
4
DELISTED
Callon Petroleum Company
CPE
$31M 11.47%
926,339
– –

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